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treas.rgbc
Level 1

How do i turn off the ai generated subject line for batch invoices?

My template subject line for invoices has been changed to random subject lines, such as: Your invoice is ready! Pay this invoice, Amount: I send batch invoices and cannot figure out how to turn the AI feature off. Help!!!!! Please.

3 Comments 3
Heide DC
QuickBooks Team

How do i turn off the ai generated subject line for batch invoices?

We can update the default template and double-check the email message in the company settings to see if the subject lines match, Treas.rgbc.

 

QuickBooks doesn't auto-change the personalized subject line. To track certain actions, we can check the Audit log feature to determine if the system auto-changes the subject feature.

 

The possible reason is other users modify the subject line section. To do this, we can check the default template and the settings to verify the same message.

 

Here's how to check the subject line in the default template:

 

  1. Click the Gear icon settings, then select Custom form styles.
  2. From the Action column of the default template, select the Edit option.
  3. Select the Email tab, then scroll down and look for the Subject line portion.
  4. From there, you can change the generated subject line.
  5. Click Done to confirm.

 

Once done changing the default template, please know that the email settings in the Company settings from the message section will also updated.

 

To verify this you can follow the steps below:

 

  1. From the Gear icon, choose Account and settings.
  2. Select the Sales tab and hover to the Message section.
  3. Click the Pencil icon and check the Email subject line.
  4. Once you verified the changes, click Save then Done.

 

 

Always remember that updating the default template and verifying the email settings will ensure your subject lines stay consistent.

 

I've added a resource you can browse through on how to receive and process invoice payments when someone pays you in the future: Record invoice payments in QuickBooks Online.

 

We're always here to address any questions using QuickBooks. Whether it's about managing your invoice templates or navigating automated features. I'm readily available to assist, ensuring your experience is as smooth and efficient as possible.

amara26
Level 1

How do i turn off the ai generated subject line for batch invoices?

We are having this issue with our automatic reminder emails.  We have verified all email subject lines are set up correctly, however the reminders are being sent with our old company name somehow.  This started last week and we have had to turn off auto reminders until we know it is resolved. This looks very unprofessional for our business and adds time to our work day having to manually send emails and verify the subject line for each.

JoelES
QuickBooks Team

How do i turn off the ai generated subject line for batch invoices?

Hi there, Amara26. I completely understand your frustration when your new reminder setup isn’t reflected in the invoices sent. We're here to help you resolve this issue. Please note that automatic email reminders only apply to new invoices.

 

The email reminder is based on the information you have set up in your company profile. Make sure that the new email reminder you configured matches the subject line in the Sales tab.

 

If you have confirmed that all the information is the same and the issue persists, I recommend reaching out to our live support team for further assistance.

 

Here’s how you can contact support:

 

  1. Go to the Help icon on the top menu.
  2. Select the Search tab and enter your concern. For instance, enter help.
  3. Click the Contact Us button and choose between Chat or Callback to connect with us.

 

For your convenience, you can find our Support Hours under QuickBooks Online in this article: Get help with QuickBooks products and services.

 

Feel free to reach out if you need any additional assistance with QuickBooks.

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